@CapitalFang Avatar @CapitalFang EagleFangCapital

EagleFangCapital posts on X about $aht, debt, $snbr, aht the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 61.59% finance 42.75% cryptocurrencies 26.09% countries 4.35% fashion brands 3.62% ncaa football 1.45% technology brands 0.72% luxury brands 0.72%

Social topic influence $aht #4, debt 13.77%, $snbr #1, aht 11.59%, $genk #1, $bhr #4, $1b #284, $cps #7, $prpl 6.52%, stocks 5.8%

Top accounts mentioned or mentioned by @taobanker @sfarringtonbkc @bullsbayretail @valuemaverick @basilialukos @fiercebeast @logicalwealth @kingdomcapadv @goblincharts @valuations @funkyomnivore @bullshark2012 @impatientinvst @smallcapking2 @agnosticcapital @brendanfranco6 @clarkinm @johnkaralis @timkouwen @domocapital

Top assets mentioned AhaToken (AHT) GEN Restaurant Group, Inc. (GENK) Braemar Hotels & Resorts Inc. Common Stock (BHR) Cooper-Standard Automotive Inc. (CPS) Deckers Outdoor, Corp. (DECK) Newell Brands Inc (NWL) Portillo’s Inc. (PTLO) Capri Holdings Limited (CPRI) Dine Brands Global, Inc. (DIN) Advance Auto Parts, Inc. (AAP) Somnigroup International Inc. (SGI) Mister Car Wash, Inc. (MCW) Hanesbrands Inc. (HBI) Gildan Activewear Inc. (GIL) Abercrombie & Fitch Co. (ANF) Superp (SUP) Home Depot, Inc. (HD) RH (RH) Whirlpool Corporation (WHR) Carter's Inc. (CRI) Dillards Inc. (DDS) Stride, Inc. (LRN) O-I Glass, Inc. (OI) Autozone Inc (AZO) Designer Brands Inc. (DBI) Calcium (CAL) Culp, Inc. (CULP) Lululemon Athletica Inc (LULU) 4 (FOUR) Shake Shack Inc. (SHAK) Lulu’s Fashion Lounge Holdings, Inc. (LVLU)

Top Social Posts

Top posts by engagements in the last [--] hours

"Should have spent less time focusing on value dislocation at $AHT and more time focusing on this feed. My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and [----] returns I have easily accessible screenshots to show you https://t.co/lpHeSg3y2N My first ever post on my returns (I have shared a screenshot or two in the comments combatting trolls). [----] ➡+1667% [----] ➡+510% 9yr IRR➡+154% (yes +154% per year over the last [--] years). For the [----] and"
X Link 2026-01-01T15:49Z [----] followers, [----] engagements

"$AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for"
X Link 2026-01-13T14:08Z [----] followers, [----] engagements

"$AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to Monty. $AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for https://t.co/L3erRXVah5 $AHT - there was $368M of preferred stock at 9/30/25. So $1B of NAV less $368M = $632M of "Common NAV" divided by [---] million shares = $97/share. Stock is $4ish. What's Monty gonna steal this thing for"
X Link 2026-01-13T14:44Z [----] followers, [----] engagements

"$AHT - last comment. I'm not a lawyer but I'd think the LAST thing Monty wants is to file BK on this thing and have the court order a liquidation as he owns zero shares (I'd love that scenario). I just think he's scheming to pay as little as possible for the assets. $AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to Monty. $AHT - put another away. The $388 NAV from the loan pool covers the preferred so the NAV from the remaining hotels either flows to common or much more likely to"
X Link 2026-01-13T18:00Z [----] followers, [----] engagements

"$CROX - guides to $12.88-$13.35 and stock at $82 heading into the print. Feels like an $ANF / $DECK move is coming"
X Link 2026-02-12T12:22Z [----] followers, [---] engagements

"$OI - $1.65-$1.90 EPS guide is heavily skewed to Q2-Q4 due to tough Q1 compare (pre-tariff buying etc.). As of now [----] is a mild improvement of [----] before a projected step change in [----]. Happy to add at 8-9x the midpoint"
X Link 2026-02-11T13:21Z [----] followers, [---] engagements

"$CPS - the 10%+ EBITDA margin level is expected for [----] even with a crappy industry forecast. Hopefully the refi is coming too and the rocket can launch"
X Link 2026-02-12T21:58Z [----] followers, [----] engagements

"Looks like Saks cooked the $GOOS. Might be worth a flyer"
X Link 2026-02-05T14:10Z [----] followers, [---] engagements

"$AAP - better profitability but SSS still significantly lag peers. If you've been dating this stock since $40 might be better to break up than move in together/get engaged. Unless you feel this time different and she's finally not going to cheat on you"
X Link 2026-02-13T12:12Z [----] followers, [---] engagements

"$SUP - lowered guide says $50-80M in unlevered FCF for the year. Only at $19M through Q3 so will see a nice lift in Q4. $SUP - the guide down that everyone knew was coming. US value added sales and adj EBITDA actually grew in Q3. No longer listed the preferred redemption on debt maturity schedule and used "excess cash" balance at debt refi. If TPG wants their money out gonna have to cut a deal. $SUP - the guide down that everyone knew was coming. US value added sales and adj EBITDA actually grew in Q3. No longer listed the preferred redemption on debt maturity schedule and used "excess cash""
X Link 2024-11-07T13:39Z [----] followers, [----] engagements

"Back in $NVR for the first time in years. Remember owning this at around $750-800 coming out of the GFC. Along with $AZO probably the best [--] stock buyback stories ever. Share count now sub [--] million. 30% off highs with headwinds galore already known"
X Link 2025-04-22T18:42Z [----] followers, 10.6K engagements

"Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of [----] at $30. Fine being a few months early. Coiled springs"
X Link 2025-06-26T16:33Z [----] followers, 14.5K engagements

"Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $9 $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs. Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of [----] at $30. Fine being a few months early. Coiled springs. Wonder if it's the time to just say fuck it and"
X Link 2025-07-21T12:05Z [----] followers, 14.6K engagements

"$CPS grows EBITDA by almost 25% y/o/y on slightly down sales. Raises EBITDA guide to $220-250M from $200-235M despite lowering NA auto production forecast from 15.1m units to 14.9m. Waiting on refi. Stellar execution. Still my favorite name. $CPS - beast mode activated with adjusted EBITDA doubling y/o/y with sales down 1.4%. Stellar execution. My favorite name. $CPS - beast mode activated with adjusted EBITDA doubling y/o/y with sales down 1.4%. Stellar execution. My favorite name"
X Link 2025-07-31T20:39Z [----] followers, [----] engagements

"MONTY [--] LIFE $AHT $BHR Beyond parody"
X Link 2025-08-05T17:37Z [----] followers, [----] engagements

"$GENK - the founders should just get $15-20M and take it private again. If nothing else they have made this option much much cheaper than [--] months ago for the 15% they don't own"
X Link 2025-08-06T21:29Z [----] followers, [----] engagements

"$GENK - CEO gets worse every conference call instead of better. Would think sell side starts dropping coverage. But labor initiatives seem legit so 17-18% [--] wall is possible. One "no-growth" year as a non-public company would generate enough FCF for a $5-6 mgmt buyout. Just do it"
X Link 2025-08-06T23:43Z [----] followers, [----] engagements

"$GENK AUV's WERE $5.3M in [--]. Likely $4.5M in [--]. In [--] they had $33.4M of [--] wall EBITDA (20.4% margin) on [--] units. S/b $37-38.5M in [--] (16-17% margin) w/54 units at y/e. Yuck. Margin hit hurts incremental cash flow. Need 18% to see real FCF lift and justify CEO comments. 🤷♂"
X Link 2025-08-07T08:15Z [----] followers, [----] engagements

"$MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades like it's a Monty Bennett entity. Why"
X Link 2025-08-21T18:08Z [----] followers, 10.3K engagements

"$BHR - HOLY SH*T. NOT MONTY [--] LIFE https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2025/BRAEMAR-HOTELS--RESORTS-ANNOUNCES-INITIATION-OF-SALE-PROCESS/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2025/BRAEMAR-HOTELS--RESORTS-ANNOUNCES-INITIATION-OF-SALE-PROCESS/default.aspx"
X Link 2025-08-26T22:16Z [----] followers, [----] engagements

"$BHR - New board member (7.3% owner) goes on the record saying they were uninvolved and blindsided by the $480M termination fee to Monty. Perhaps this number is like the 145% tariffs on China - start of a negotiation toward a lower number. So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here. So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here"
X Link 2025-08-28T12:22Z [----] followers, [----] engagements

"$AHT / $BHR - Sadly Monty stays in Dallas but the superstars do not"
X Link 2025-08-29T01:22Z [----] followers, [----] engagements

"Laughing that I was tagged on this post along with some real investing legends. Not sure I've said much on $SGI (relative to $SNBR or $PRPL) but obviously this stock will be an EPS and buyback powerhouse in an industry recovery. This is where the institutional money will flow. Tempur-Sealy ($SGI) underwent a turnaround under Scott Thompson and a lesser known activist fund manager. Here's the full story of how they achieved an 8x+ return. The company remains in the early stages of growth following the acquisition of Mattress Firm late last year. Learn https://t.co/q2A8rbQm9z Tempur-Sealy"
X Link 2025-10-12T15:27Z [----] followers, [----] engagements

"Most of my ill-fated efforts on Hotel REITs have been focused on $AHT and $BHR. But almost the entire space trades at massive discounts to NAV even as individual asset sales validate NAV. Time has come for a non-Monty Bennett basket for yield and capital appreciation. $CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment portfolios book value of $1.14 billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up. https://t.co/6ut0urWpiW $CLDT Hotel REIT with a $309.5"
X Link 2025-10-19T16:30Z [----] followers, 11.1K engagements

"$MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous. $MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades like it's a Monty Bennett entity. Why $MCW (don't own) - 33% EBITDA margins own 10-11% of locations. Reasonable debt level. Maintenance FCF likely ridiculous. Stock basically at all-time lows. No dividend. No buybacks. No insider buying. No 13Fs or 13Gs. Trades"
X Link 2025-10-30T12:48Z [----] followers, [----] engagements

"$CPS - taking down Q4 profit by $25M due to temporary supply chain and market disruptions. Would think this is mostly (if not entirely) related to the Novelis fire affecting F-150 production. $F will make up for lost volume in '26 and $CPS will benefit. Happy to add on weakness. $CPS - 27% of sales were to $F in [----] and F150 is the top platform. So stock hammered in the last week as we await implications of Novelis fire. Temporary blip as we await news on the refi. Reminds me of the dip in $UNFI which was an amazing buying opportunity. $CPS - 27% of sales were to $F in [----] and F150 is the"
X Link 2025-10-31T01:00Z [----] followers, [----] engagements

"$SNBR - sales suck (I had $350M in my head and they missed even that) GM ok cost cuts great debt agreement amended. Clearly losing share to $PRPL which is [--] months ahead on it's turnaround back playing offense. Not sure if guide is the kitchen sink or not. TBD"
X Link 2025-11-05T12:13Z [----] followers, [----] engagements

"$GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private. Very odd"
X Link 2025-11-05T14:17Z [----] followers, [----] engagements

"$GENK - is this the reason for the Friday 5pm conference call $GENK - Buyout the 3-4 million A/B shares they don't own. Don't grow for [--] year - no preopening costs no public company costs CAPEX $3M at most. Debt gone in a year. Seems much easier to pitch this MBO plan to a bank than wasting time trying to convince buyside to invest. $GENK - Buyout the 3-4 million A/B shares they don't own. Don't grow for [--] year - no preopening costs no public company costs CAPEX $3M at most. Debt gone in a year. Seems much easier to pitch this MBO plan to a bank than wasting time trying to convince buyside to"
X Link 2025-11-05T15:36Z [----] followers, [----] engagements

"$GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like there's a full blown takeout menu/delivery on the site now - a way to counter ICE raids in CA I put in a down 20% SSS in my model for kicks and can still get a 9% [--] wall margin. 🤷♂ $GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private. Very odd. $GENK with the Friday 5pm conference call (not just a press release). The line of credit was undrawn at June [--] so perhaps they're just taking it private."
X Link 2025-11-07T19:50Z [----] followers, [----] engagements

"$GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall margin right now even if they comped positive. Honestly I thought it would be worse than this given the challenges in CA right now. $GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like there's a full blown takeout menu/delivery on the site now - a way to counter ICE raids in CA I put in a down 20% SSS in my model for kicks and can still get a 9% [--] wall margin. 🤷♂ $GENK - Guess it will already be dark in the Northeast. No f'ing clue what they say. Seems like"
X Link 2025-11-07T21:18Z [----] followers, [----] engagements

"$GENK says the magic phrase I've been waiting for: "If the restaurant operating environment doesn't improve in the short-term we will consider slowing our [----] growth plans." And the supermarket angle has potential to be significant ($100M in 4-5 years). Build the cash back up $GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall margin right now even if they comped positive. Honestly I thought it would be worse than this given the challenges in CA right now. $GENK comped down 10% and did a 15% [--] wall margin. Many concepts would kill for a 15% [--] wall"
X Link 2025-11-07T22:25Z [----] followers, [----] engagements

"$GENK - these guys could get $12-14M take it private at $3ish and easily pay off the loan with the FCF derived from one year of no unit growth. Also the cash on cash returns for the sushi restaurants in Korea likely over 50% ($3-4M in sales on $800K buildout). @valuemaverick There's only 3-4 million shares not owned by insiders. And no debt. I think you get an MBO before the stock sees $1.50. @valuemaverick There's only 3-4 million shares not owned by insiders. And no debt. I think you get an MBO before the stock sees $1.50"
X Link 2025-11-11T17:46Z [----] followers, [----] engagements

"$MCW - Of all the stocks I've posted about over the last 2-3 months the inability of this one to catch a bid has been surprising. Finally a 13G here. Leonard Green just bought 60% of Top Golf. Maybe they buy back the rest of this too. https://ir.mistercarwash.com/node/9251/html $MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous. https://ir.mistercarwash.com/node/9251/html $MCW - my original post. Now they're disclosing maintenance FCF and at 25% of revenues it is in fact ridiculous"
X Link 2025-11-22T15:14Z [----] followers, [----] engagements

"$SGI proposes to acquire $LEG in a move that would further consolidate the mattress industry value chain and provide them with another level of vertical integration"
X Link 2025-12-01T12:38Z [----] followers, [----] engagements

"$AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling"
X Link 2025-12-01T19:05Z [----] followers, [----] engagements

"$LESL - I assume someone that follows me has decided to tempt fate with tonight's print. Leverage ratio is through the roof. @Valuemaverick you messing with this"
X Link 2025-12-02T18:17Z [----] followers, [----] engagements

"$NWL - spoke yesterday at MS. FCF will improve significantly in '26 which will allow them to resume debt paydown. Higher CFO Lowe CAPEX. Talking 12-15% operating margin over time vs 6-6.5% today so massive upside if achieved. Everybody HATES this stock so nothing priced in. $NWL - announces further cost savings and basically reaffirms Q4 guidance (sales at low end due to Latin America muted recovery). This means the US biz is inline and sets the stage for further improvement in '26 vs. '25. Will talk more about this at MS conf tomorrow. $NWL - announces further cost savings and basically"
X Link 2025-12-03T13:59Z [----] followers, [----] engagements

"Maybe $SPWH and $AAP should merge. At least then there would only be one shareholder base facing perpetual disappointment"
X Link 2025-12-05T02:24Z [----] followers, [----] engagements

"$DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've got $SNBR talking at a conference. And the Fed"
X Link 2025-12-07T01:03Z [----] followers, [----] engagements

"Huge move in $DBI (still comping negative though). $GIII raised guide and added a divided. $CAL got smoked on the guide down but the conference call was very constructive and well positioned for '26. Bought the dip. $DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've got $SNBR talking at a conference. And the Fed. $DBI $GIII $CAL $CBRL $PLAY $JILL $LOVE $CULP $LULU $RH all report this week. Could be some wild moves this week from this bunch given high short interest. Plus we've"
X Link 2025-12-09T16:28Z [----] followers, [----] engagements

"$PTLO $RRGB $GENK make your pick Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies"
X Link 2025-12-13T20:07Z [----] followers, [----] engagements

"@goblincharts $CPS is still my largest position. Even in a flat auto production environment their margins will expand plus a refi is imminent. But never know - $NDLS came out of nowhere for a few great trades. So could be a name I've never owned"
X Link 2026-01-01T00:01Z [----] followers, [---] engagements

"Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite the valuation) could get a dead cat bounce. Gonna wait on $PTLO until they talk - happy to let the Beef Mafia on here call the bottom"
X Link 2026-01-02T19:08Z [----] followers, [----] engagements

"@SFarringtonBKC Lol. They should've called it the Portildo in that scene in Hunting Wives. On $PTLO what matters is (rev growth - SSS growth)/unit growth. Or Non-comp AWS/Comp AWS. If those %'s can start trending upward it shows better traction in new markets. Crap units to comp base may help"
X Link 2026-01-02T19:26Z [----] followers, [---] engagements

"The screenshot caused someone to tell me to look into $DNUT. There is an actual story there but no idea if they'll be able to pull it off. Asset light and calorie heavy for the win.maybe. Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite the valuation) could get a dead cat bounce. Gonna wait on $PTLO until they talk - happy to let the Beef Mafia on here call the bottom. https://t.co/w1IJ47WdhZ Looking at the restaurant track at ICR in [--] days and concluding that $FOUR is a better pick than any of them. $SHAK (despite"
X Link 2026-01-02T22:18Z [----] followers, [----] engagements

"Local sandwich (fantastic by the way) can't succeed out of local habitat after founders sell out. We'll see if $PTLO meets a similar fate. https://www.boston.com/food/food-news/2026/01/07/kellys-roast-beef-locations-close-florida/p1=hp_featurestack https://www.boston.com/food/food-news/2026/01/07/kellys-roast-beef-locations-close-florida/p1=hp_featurestack"
X Link 2026-01-07T23:31Z [----] followers, [---] engagements

"$LVLU Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy. Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy"
X Link 2026-01-12T21:50Z [----] followers, [----] engagements

"@Fierce__beast It's been a great short for the last few years. No argument there. But if they even achieve half of what they talked about at MS I don't think you'll want to be short at this point in time"
X Link 2026-01-14T13:29Z [----] followers, [---] engagements

"From date of poll: $PTLO up 28% $GENK and $RRGB basically flat. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies. Washed out tax loss restaurant poll. If prefer one not listed feel free to comment in replies"
X Link 2026-01-23T21:34Z [----] followers, [----] engagements

"@taobanker Own genk and have said plenty. Gtim needs to be private. Mhgu is have no idea and seems to hard to buy shares anyway"
X Link 2026-01-28T20:18Z [----] followers, [---] engagements

"@taobanker $GENK - In [----] they ended the year with [--] units and did $33.3M in [--] wall profit. At Q3 [----] they have [--] units and TTM [--] wall profit is $33.7M. So 84% unit growth and nothing to show for it. Stop the fucking unit growth and run it for cash flow"
X Link 2026-01-31T13:13Z [----] followers, [---] engagements

"@logicalwealth @basilialukos We're in bigger trouble if AI can displace $ORLY or $AZO.just saying"
X Link 2026-02-13T16:12Z [----] followers, [--] engagements

"Maybe now it's really the time to just say F it Stocks much lower than at time of this original post. Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of [----] at $30. Fine being a few months early. Coiled springs. Wonder if it's the time to just say fuck it and buy a basket of housing related stocks that have seen 3.5-4 years of double digit revenue declines while restructuring their cost bases. Akin to buying $HD in spring of"
X Link 2025-11-26T00:31Z [----] followers, [----] engagements

"$AHT seems to be following the $AINC path. See if they delist and then offer a "premium". $AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling. $AHT - Monty is grinding shareholders into submission. Unlike Lane Kiffin he's not looking for greener pastures elsewhere. Just going to pick up the scraps from yet another year of tax loss selling"
X Link 2025-12-02T18:36Z [----] followers, [----] engagements

"$AHT announces review of strategic alternatives. Hopefully the removal of Monty is part of this. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2025/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-REVIEW-OF-STRATEGIC-ALTERNATIVES/default.aspx"
X Link 2025-12-09T21:19Z [----] followers, [----] engagements

"$AHT - this is a little out of date (end of Q2) but not crazy out of date. My guess is Monty comes in at level to make people who bought at $3 happy but most others not so much. This is easily worth 10-20x (or more) in liquidation depending on termination fee. TBD. $AHT - so $334M of preferred. $1B of NAV less $334M of preferred = $666M net divided by 6m ish shares for $111 stock price (UPON LIQUIDATION) vs. $6.32 current price. No way it's happening but math is math. https://t.co/XUnPB0nGuz $AHT - so $334M of preferred. $1B of NAV less $334M of preferred = $666M net divided by 6m ish shares"
X Link 2025-12-09T21:58Z [----] followers, [----] engagements

"$AHT - here's some data on NAV from the refinancing of two large pools earlier this year. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data backs it up. Crazy dislocation here. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data"
X Link 2025-12-10T14:07Z [----] followers, [----] engagements

"$F going all-in on hybrids and taking a big write-down on EVs while raising EBIT guide for [----]. Fantastic news for $CPS which hybrids are the biggest moneymaker"
X Link 2025-12-15T21:12Z [----] followers, [----] engagements

"$AHT [--]. Announce strategic alternatives due to value dislocation [--]. Set up [--] month retention bonus plan for CEO [--]. Establish what appears to be a complex poison pill Nobody puts Monty in a corner https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/8d1249af-514f-43c9-bbf6-692c7366fffd.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/8d1249af-514f-43c9-bbf6-692c7366fffd.html"
X Link 2025-12-16T18:24Z [----] followers, [----] engagements

"$AHT extends the mgmt agreement to [----]. This means it's going to be Monty as the termination fee is likely prohibitive to anyone else. BUT this also means that $BHR is likely to be sold b/c that $480M (hopefully lower) fee is the golden ticket. Playing out just as I expected"
X Link 2025-12-31T21:20Z [----] followers, [----] engagements

"$AHT - the best way for shareholders to get anything close to fair value here is for shareholders to get the stock closer to fair value. And that's multiples of the current stock price. If they use an ATM at $20 so be it. $AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other party would have to pay massive termination fee (see $BHR) and he gets $1B of NAV at a 90%+ discount. This implies $15 at 90% discount (🤞) and $8 at 95% discount (much more likely). $AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other"
X Link 2026-01-04T00:45Z [----] followers, [----] engagements

"$CRI with a solid holiday update with y/o/y growth in all channels: ecomm stores wholesale and international. Does same apply to $PLCE No f'ing clue after their Q3m but certainly possible"
X Link 2026-01-09T12:41Z [----] followers, [---] engagements

"$AHT - loan extension for [--] hotel pool at $723.6M at 65% of appraised value implies almost $400M in NAV just for these hotels. Also suspending preferred dividends. Step [--] in the plan to drive the strategic alternative resolution into Monty's hands. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2026/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-EXTENSION-OF-HIGHLAND-LOAN-AND-SUSPENSION-OF-PREFERRED-DIVIDENDS/default.aspx"
X Link 2026-01-13T13:37Z [----] followers, [---] engagements

"$AHT with the latest Highland extension and $10M paydown the NAV on that loan pool has increased from $370M to $388M. That's an $18M increase on a $28M market cap company. LOL. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the Nashville hotel assuming 65-70% LTV on $267M loan. Been saying $1B in NAV and the data backs it up. Crazy dislocation here. $AHT - so between the Highland extension ($370M NAV) and this refi early in the year ($286M) that's $656M in NAV. Also north of $100M of NAV in the"
X Link 2026-01-13T13:46Z [----] followers, [----] engagements

"$BHR - sells a hotel in San Fran and still talking sale of Company:"
X Link 2025-10-07T21:21Z [----] followers, [----] engagements

"$AHT guess for [----] - "board" decides Monty only logical buyer for shareholders b/c every other party would have to pay massive termination fee (see $BHR) and he gets $1B of NAV at a 90%+ discount. This implies $15 at 90% discount (🤞) and $8 at 95% discount (much more likely)"
X Link 2025-12-24T14:10Z [----] followers, [----] engagements

"$NWL - announces further cost savings and basically reaffirms Q4 guidance (sales at low end due to Latin America muted recovery). This means the US biz is inline and sets the stage for further improvement in '26 vs. '25. Will talk more about this at MS conf tomorrow. This got me thinking. There are companies for which tariffs have been a nuisance like $ANF and then there are companies for which tariffs have been an abject disaster like $NWL (CFO and EPS hit) and $JAKK (lower sales). Time to make a list because '26 s/b much better than '25. This got me thinking. There are companies for which"
X Link 2025-12-01T13:43Z [----] followers, [----] engagements

"Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on Vans. $CPRI (own) - massive buyback starts soon. $AAP - pure excrement. $NKE - still no clue. don't trust the insider buys. Update: $WBA gone. $HBI essentially gone. $VFC on track but in a non-linear phase. $NWL in a linear phase with negative slope (maybe '26). $AAP adding more bodies to the graveyard. $CPRI TBD but getting some sell side love. $NKE TBD. Update: $WBA gone. $HBI essentially gone. $VFC on track but in a non-linear phase."
X Link 2025-12-25T22:59Z [----] followers, [----] engagements

"Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes Lower cash bonuses ($60-70M) Lower CAPEX $50M All from 12/1 MS conf. If this happens stock rerates much higher TBD"
X Link 2025-12-27T21:59Z [----] followers, [----] engagements

"2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via long exposure used SPY puts to hedge. Timing matters"
X Link 2025-12-31T23:18Z [----] followers, [----] engagements

"Probably should have just been 100% $CPS. Would have saved a lot of headaches and a lot of posts on this site. 2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via long exposure used SPY puts to hedge. Timing matters 2025: Winners: [--] $CPS by a mile [--] $SNBR for 2nd year in a row [--] $RRGB (was #5 last year) [--] $NDLS [--] $HBI/ $GIL Losers: [--] $SUP by a very wide margin - just stupid [--] $GENK (winner last year) [--] $DECK (not large) All via"
X Link 2025-12-31T23:23Z [----] followers, [----] engagements

"$WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which should finally enable margin growth in North America region. Not involved right now - and been early/wrong before here before. $WHR - so/so results but gained share in North America in Q3 and saying that competitor import volumes decelerating and pre-tariff inventory build almost gone. Will help volumes and pricing in [----]. Bottom could finally be in just in time for a possible housing cycle. Hmmmm. $WHR - so/so results but gained share in North America in Q3 and"
X Link 2026-01-29T13:16Z [----] followers, [----] engagements

"$DECK - can certainly see $150 on the horizon now. $DECK - $10ish per share in cash on hand and generating another $7ish per share annually in FCF. $DECK - $10ish per share in cash on hand and generating another $7ish per share annually in FCF"
X Link 2026-01-29T21:11Z [----] followers, [----] engagements

"$LVLU - further wholesale expansion https://investors.lulus.com/news-releases/news-release-details/lulus-expands-all-nordstrom-stores-nationwide-marking-next Down in micro/nano-cap land this $LVLU actually put up a decent quarter. Has barely any net debt and has generated more than $1/share in FCF this year on a $5 stock after being FCF neutral in [----]. Trading at less than 0.1x EV/Sales while FCF positive. Crazy. https://investors.lulus.com/news-releases/news-release-details/lulus-expands-all-nordstrom-stores-nationwide-marking-next Down in micro/nano-cap land this $LVLU actually put up a"
X Link 2026-02-03T11:06Z [----] followers, [---] engagements

"$CPRI - minimal net debt $2.75B market cap $1B buyback. I expect the stock to move explosively like $DIN did after they announced their $50M near-term buyback in November"
X Link 2026-02-03T13:33Z [----] followers, [---] engagements

"$LUCK event biz comping positive in Jan/Feb. League play remains solid"
X Link 2026-02-04T22:08Z [----] followers, [----] engagements

"$PLCE - Bangladesh was the largest country of origin for imports in FY [----] at over 15%. New "trade agreement" with the US reduces tariffs to 19%. Suppose an incremental positive but it's really about the demand side here"
X Link 2026-02-10T00:14Z [----] followers, [---] engagements

"$WEN US SSS down 11.3%"
X Link 2026-02-13T12:41Z [----] followers, [----] engagements

"$CPS - just amazing to see this without the benefit of any industry tailwinds. Any help from the industry and the operating leverage will be incredible"
X Link 2026-02-13T13:51Z [----] followers, [---] engagements

"$WEN - should've bought the dip. Easy compares i guess. $WEN US SSS down 11.3%. https://t.co/g49OmsouyP $WEN US SSS down 11.3%. https://t.co/g49OmsouyP"
X Link 2026-02-13T17:07Z [----] followers, [---] engagements

"$WHR - probably worth a punt at $75 ish. $7 EPS guide for '26 doesn't really assume much improvement in the US housing market. Counter argument is that company recent track record with guidance hasn't been great. $WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which should finally enable margin growth in North America region. Not involved right now - and been early/wrong before here before. $WHR - continues to bounce along the bottom. They did say the promotional environment has normalized over the last [--] weeks which"
X Link 2026-01-29T14:29Z [----] followers, [----] engagements

"$CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard. Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on Vans. $CPRI (own) - massive buyback starts soon. $AAP - pure excrement. $NKE - still no clue. don't trust the insider buys. Final [----] comment: $WBA gone. $HBI part of $GIL (own) and prob big upside. $NWL (own) - '26 s/b better than '25 but show me story. $VFC - still waiting on"
X Link 2026-02-03T12:10Z [----] followers, [----] engagements

"$BHR - pretty clear the Company is getting sold based on this press release. Then we can focus on Monty buying $AHT. https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-INC--PROVIDES-DIVIDEND-POLICY-CLARIFICATIONS/default.aspx https://braemar.q4ir.com/investor/news-events/press-releases/news-details/2026/BRAEMAR-HOTELS--RESORTS-INC--PROVIDES-DIVIDEND-POLICY-CLARIFICATIONS/default.aspx"
X Link 2026-02-03T14:40Z [----] followers, [---] engagements

"$CPRI - appreciate the dip. $CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard. $CPRI - beat raised lower end essentially debt free $1B buyback to launch in fiscal year beginning on 4/1/26. Train about to leave the station here. All aboard"
X Link 2026-02-03T20:59Z [----] followers, [---] engagements

"$LUCK $LUCK event biz comping positive in Jan/Feb. League play remains solid. https://t.co/QvIvN5qsHT $LUCK event biz comping positive in Jan/Feb. League play remains solid. https://t.co/QvIvN5qsHT"
X Link 2026-02-05T16:21Z [----] followers, [----] engagements

"$NWL - This all pretty much holds. Guide implies that biz improves significantly post Q1. Stock had a nice run back to $4.50-4.60. Would love a chance to reload sub $4. Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes Lower cash bonuses ($60-70M) Lower CAPEX $50M All from 12/1 MS conf. If this happens stock rerates much higher TBD Yes it's $NWL so can't take it at face value: '25 baseline EPS of $0.56-0.60 OM expansion 50bps Lower cash tariffs $60M Add'l W/C reductions Lower cash taxes"
X Link 2026-02-06T12:35Z [----] followers, [----] engagements

"$LUCK - Sobchak buying even on Shomer Shabbos https://d18rn0p25nwr6d.cloudfront.net/CIK-0001840572/397e4b07-c1c8-4542-881f-4e83423f59ac.pdf $LUCK https://t.co/OAcMv5eDOE https://d18rn0p25nwr6d.cloudfront.net/CIK-0001840572/397e4b07-c1c8-4542-881f-4e83423f59ac.pdf $LUCK https://t.co/OAcMv5eDOE"
X Link 2026-02-13T19:40Z [----] followers, [---] engagements

"$PRPL - most importantly they said they're not sure if the industry is going to get much better short-term but they also don't expect it to get worse. So after [--] ugly years we're basically at the bottom. $PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting positive cash flow and potential debt repayment next year. Also STILL evaluating strategic alternatives. $PRPL - listening to the earnings call. It's better than fine. Showrooms are doing great and rollout with Mattress Firm going well. Expecting"
X Link 2025-11-04T22:06Z [----] followers, [----] engagements

"$SNBR - turns out that gross profit dollars were down $54M while cost cuts were $45M. Believe that also includes lower depreciation and thus EBITDA down $13M y/o/y. And guidance implies EBITDA down $15M y/o/y in Q4. Hopefully it's kitchen sink. $SNBR - Objectively it's going to come down to the EBITDA delta of lower gross profit dollars (lower sales) vs. the benefit of cost cuts. Lease obligations will be down by $10M ish which will help reduce the numerator. https://t.co/hdYt7i8Gxd $SNBR - Objectively it's going to come down to the EBITDA delta of lower gross profit dollars (lower sales) vs."
X Link 2025-11-05T13:04Z [----] followers, [----] engagements

"$SNBR - media spend down 32% in Q3 as they had to manage bank debt while working on amendments. Couldn't match the promotional cadence much larger of Mattress Firm/$SGI AND their product isn't in those stores (unlike $PRPL). Virtuous cycle but spend now going up a bit in Q4"
X Link 2025-11-05T14:07Z [----] followers, [----] engagements

"$DIN cutting dividend in favor of stock buybacks is a great move. $50M or more in buybacks over next [--] months is basically 15% of market cap if stock doesn't move"
X Link 2025-11-05T15:30Z [----] followers, [----] engagements

"Perhaps a basket of beaten up stocks with massive buyback programs is in order. Perhaps one or more becomes the next $DDS. Noticing $DECK $DIN $CPRI $LRN $MCS (don't own yet) among recent reporters. $DIN cutting dividend in favor of stock buybacks is a great move. $50M or more in buybacks over next [--] months is basically 15% of market cap if stock doesn't move. $DIN cutting dividend in favor of stock buybacks is a great move. $50M or more in buybacks over next [--] months is basically 15% of market cap if stock doesn't move"
X Link 2025-11-05T15:34Z [----] followers, [----] engagements

"$AHT - CFO said every [--] bps of rate cuts is worth $1 ish per share. We've had [--] bps of rate cuts [--] bps more and the rate cuts alone are worth the share price. LOL. $AHT - mentioning it because I've mentioned it. Results fine. Nashville RevPAR was strong. DC was weak as one would expect. Grew EBITDA despite negative RevPAR. 95% of the debt is now effectively floating as rate caps not renewed. Still looking to sell more hotels. Still Monty. $AHT - mentioning it because I've mentioned it. Results fine. Nashville RevPAR was strong. DC was weak as one would expect. Grew EBITDA despite negative"
X Link 2025-11-05T17:15Z [----] followers, [----] engagements

"$SGI - Beat and raise as they assert more dominance over the mattress space. At least $PRPL is part of the ecosystem with distribution in Mattress Firm and the warrants that $SGI owns"
X Link 2025-11-06T12:35Z [----] followers, [----] engagements

"$BGS - yield goes down when stock goes up 25%. @valuations_ $BGS is another shitshow but they are keeping their dividend at [--] cents a share for at least one more quarter. So you get 4.75% if you hold the stock for the next [--] days. LOL. @valuations_ $BGS is another shitshow but they are keeping their dividend at [--] cents a share for at least one more quarter. So you get 4.75% if you hold the stock for the next [--] days. LOL"
X Link 2025-11-06T15:24Z [----] followers, [---] engagements

"$SNBR provides more info on their debt amendment which demonstrates they will clearly remain in compliance at year end and hopefully see the biz inflect in [----] on a lower cost base"
X Link 2025-11-10T15:13Z [----] followers, [----] engagements

"$SNBR - live on HSN right now. Finally playing a little bit of offense now that the debt deal is done. $SNBR provides more info on their debt amendment which demonstrates they will clearly remain in compliance at year end and hopefully see the biz inflect in [----] on a lower cost base. https://t.co/Q8kRql0Kcn $SNBR provides more info on their debt amendment which demonstrates they will clearly remain in compliance at year end and hopefully see the biz inflect in [----] on a lower cost base. https://t.co/Q8kRql0Kcn"
X Link 2025-11-11T23:25Z [----] followers, [----] engagements

"$AHT announces [--] additional hotel sales. Given that cash flow is expected to improve post-sale sounds like the [--] Embassy Suites were portfolio laggards that required CAPEX. Less certain on the New Orleans hotel but at least selling price mortgage. Need more rate cuts"
X Link 2025-11-21T11:58Z [----] followers, [---] engagements

"Kind of funny - [--] of the [--] mentioned have been sold and something seems imminent with $NDLS. Admittedly haven't paid much attention to $LOCO since this original post. Bored and scanning through unit count and [--] wall margins of various QSR/Fast Casual dining concept. Won't happen but $NDLS Del Taco $PBPB and maybe $LOCO should be [--] company instead of [--] and gain scale. NLDS CEO used to be COO of $DRI so has ability to steer multiple concepts. Bored and scanning through unit count and [--] wall margins of various QSR/Fast Casual dining concept. Won't happen but $NDLS Del Taco $PBPB and maybe $LOCO"
X Link 2025-11-22T14:54Z [----] followers, [----] engagements

"Looking at a set of beaten down high EBITDA margin "consumer experience" names: $PLAY $LUCK $PRKS $FUN $MCW. TopGolf gone. Been 12-18 months since I've looked at the theme parks. $PLAY stinks but could squeeze. Prefer $MCW but wish they were as s/h friendly like $LUCK"
X Link 2025-11-26T02:52Z [----] followers, [----] engagements

"This got me thinking. There are companies for which tariffs have been a nuisance like $ANF and then there are companies for which tariffs have been an abject disaster like $NWL (CFO and EPS hit) and $JAKK (lower sales). Time to make a list because '26 s/b much better than '25. $ANF - just said gross tariff impact to P&L will peak in Q4 as more mitigation efforts begin to show up in Q1 of '26. $ANF - just said gross tariff impact to P&L will peak in Q4 as more mitigation efforts begin to show up in Q1 of '26"
X Link 2025-11-27T15:26Z [----] followers, [----] engagements

"Is there another $ANF or $KSS lurking this week with retailer earnings Have my eye on a couple of smaller cap names of which $CTRN at $45 is not one. But congrats to those who stayed on that ride all year and ignored my valuation warnings"
X Link 2025-11-29T15:20Z [----] followers, [----] engagements

"$SNBR - names new CFO and more importantly reaffirms [----] guidance issued roughly a month ago. That means Black Friday must have been on plan. Will hear more at conferences next week but feels like the bottom is in.at last. https://ir.sleepnumber.com/news/news-details/2025/Sleep-Number-Names-Amy-OKeefe-as-CFO/default.aspx https://ir.sleepnumber.com/news/news-details/2025/Sleep-Number-Names-Amy-OKeefe-as-CFO/default.aspx"
X Link 2025-12-02T13:31Z [----] followers, [---] engagements

"@FunkyOmnivore Lol. My model had them doing in [----] what they are now hoping to do in [----]. Ask $DXLG what happened when they decided to pivot from turnaround strategy to growth. I just think there are better opportunities elsewhere where NOTHING is priced in. You can buy the dip though"
X Link 2025-12-02T14:55Z [----] followers, [---] engagements

"@Valuemaverick If you connect tea leaves from peers/adjacent concepts - only $BURL had weak comps due to warm weather. $CRI retail comps were positive Aug/Sept/and Oct thru date of call. So is there any reason to believe that $PLCE lost market share Def didn't sound that way through August"
X Link 2025-12-02T18:30Z [----] followers, [---] engagements

"$PLCE - If you connect tea leaves from peers/adjacent - only $BURL had weak comps due to warm weather. $CRI retail comps were positive Aug/Sept/and Oct thru date of call. Is there any reason to believe that $PLCE lost market share Def didn't sound that way through August. TBD"
X Link 2025-12-02T18:31Z [----] followers, [---] engagements

"$LUCK - director buys 60k shares Looking at a set of beaten down high EBITDA margin "consumer experience" names: $PLAY $LUCK $PRKS $FUN $MCW. TopGolf gone. Been 12-18 months since I've looked at the theme parks. $PLAY stinks but could squeeze. Prefer $MCW but wish they were as s/h friendly like $LUCK. Looking at a set of beaten down high EBITDA margin "consumer experience" names: $PLAY $LUCK $PRKS $FUN $MCW. TopGolf gone. Been 12-18 months since I've looked at the theme parks. $PLAY stinks but could squeeze. Prefer $MCW but wish they were as s/h friendly like $LUCK"
X Link 2025-12-03T13:48Z [----] followers, [----] engagements

"@taobanker no interest in $ACCO unless you convince me otherwise"
X Link 2025-12-03T14:29Z [----] followers, [---] engagements

"Other than $LRN the others have had pretty nice moves since this post. $CPRI has the money from Prada and will be set to resume the buyback early next year. Perhaps a basket of beaten up stocks with massive buyback programs is in order. Perhaps one or more becomes the next $DDS. Noticing $DECK $DIN $CPRI $LRN $MCS (don't own yet) among recent reporters. Perhaps a basket of beaten up stocks with massive buyback programs is in order. Perhaps one or more becomes the next $DDS. Noticing $DECK $DIN $CPRI $LRN $MCS (don't own yet) among recent reporters"
X Link 2025-12-03T19:26Z [----] followers, [----] engagements

"$PVH guided to $10.85-$11 inclusive of $1.05 of unmitigated tariff impact. Maybe worth a shot at $85"
X Link 2025-12-03T21:37Z [----] followers, [---] engagements

"$FIVE inventories up 36% y/o/y on sales growth of 23% in Q3. If this was apparel investors would freak out. Since it's just a bunch of low priced crap investors probably won't freak out"
X Link 2025-12-03T21:45Z [----] followers, [---] engagements

"$SNBR - from 12/2 Company presentation. Proforma EBITDA margin of 7.9% is on sales of $1.4B vs. $1.9B in [----]. This is a coiled spring on the lower cost base if they can return to sales growth in '26"
X Link 2025-12-06T20:13Z [----] followers, [----] engagements

"$DXLG - Prior to yesterday's move the EV was almost nothing and market didn't care so figured on some type of strategic transaction. Merger of equals is interesting and may start a wave as there are quite a few low EV or EV/Sales concepts in the $300-$700M range out there"
X Link 2025-12-12T12:27Z [----] followers, [----] engagements

"$GIL - well I let some $HBI roll into this to avoid taxes and now UBS has upped their PT to $110. Guess I'm gonna stick with it"
X Link 2025-12-16T14:40Z [----] followers, [---] engagements

"$PLCE - in many ways this reminds me of the $SNBR Q3 print and subsequent recovery. Plenty of liquidity here. $PLCE - Amazon sales down $27M y/o/y is the bulk of the issue followed by E-comm weakness. Stores comped positive. Similar to $GCO seems biz fell off a cliff post BTS. GM down but not awful. Inventory down almost $100M y/o/y and trend should continue into year end. https://t.co/maGFIGg4B9 $PLCE - Amazon sales down $27M y/o/y is the bulk of the issue followed by E-comm weakness. Stores comped positive. Similar to $GCO seems biz fell off a cliff post BTS. GM down but not awful."
X Link 2025-12-16T22:59Z [----] followers, [----] engagements

"$DRI - impressive SSS for Olive Garden and Longhorn. People trading burritos for breadsticks"
X Link 2025-12-18T13:48Z [----] followers, [----] engagements

"@Bullshark_2012 Lol. Suing Monty is like flushing money down the toilet and there are no real holders of $AHT like there are on $BHR"
X Link 2025-12-24T15:25Z [----] followers, [---] engagements

"@SFarringtonBKC Years of experience with auto parts retail.management meetings expert calls etc. At some point there may be another long trade in $AAP with money to be made. But don't fall in love with it"
X Link 2025-12-26T00:27Z [----] followers, [---] engagements

"@impatientinvst @SFarringtonBKC More interesting for $PTLO since that's his industry"
X Link 2025-12-26T03:39Z [----] followers, [---] engagements

"@bullsbayretail @SmallCapKing2 Both can work. I generally lean toward the $BBWI type of story sometimes to my detriment"
X Link 2025-12-31T00:40Z [----] followers, [---] engagements

"@SFarringtonBKC @taobanker Almost like someone/algo is digging in heels on $DIN short but they are shrinking the float aggressively with this accelerated buyback. Not overly inspired with that list of options either without add'l data points"
X Link 2025-12-31T14:10Z [----] followers, [---] engagements

"@AgnosticCapital I don't know what happens to preferred if $BHR sold"
X Link 2026-01-01T19:22Z [----] followers, [---] engagements

"@SFarringtonBKC Showrooms have been comping positive. Don't think it's specific to your location"
X Link 2026-01-05T23:24Z [----] followers, [---] engagements

"@bullsbayretail @SFarringtonBKC $SNBR is there. $PRPL is not"
X Link 2026-01-06T00:08Z [----] followers, [---] engagements

"$OI - don't say much about this core holding as I'm just letting the turnaround play out. But finally seeing sell side targets above $20 and I think it just keeps going. $OI turnaround on track as Company raises guide to $1.55-1.65 from $1.30-1.55 as margins expand even in a subdued demand environment. FCF of $150-200M inclusive of $150M in cash restructuring costs which means we're looking at $2/sh+ in FCF moving forward on a $12 stock $OI turnaround on track as Company raises guide to $1.55-1.65 from $1.30-1.55 as margins expand even in a subdued demand environment. FCF of $150-200M"
X Link 2026-01-07T02:15Z [----] followers, [----] engagements

"@bullsbayretail @kingdomcapadv It is not as good and $PRPL is not there"
X Link 2026-01-07T16:46Z [----] followers, [---] engagements

"@bullsbayretail @BrendanFranco6 @kingdomcapadv Cancelled is the wrong word. $PRPL and $RRGB never planned on attending. $PLCE is the one that actually canceled - they were on the agenda until they reported earnings"
X Link 2026-01-08T13:25Z [----] followers, [---] engagements

"$VNCE - crazy sell-off last few days. Holiday update was solid. Is this just fears about Saks (7% of total sales in '24) BK hitting the stock"
X Link 2026-01-12T18:35Z [----] followers, [----] engagements

"$SNBR - at ICR CEO reiterated this view. Proforma EBITDA margin of 8% exiting '25 and potential to exceed previous highs if they can start growing again. New lower price point bed (announced yesterday) may help acquire new customers previously priced out $SNBR - from 12/2 Company presentation. Proforma EBITDA margin of 7.9% is on sales of $1.4B vs. $1.9B in [----]. This is a coiled spring on the lower cost base if they can return to sales growth in '26. https://t.co/TJv5aESCBi $SNBR - from 12/2 Company presentation. Proforma EBITDA margin of 7.9% is on sales of $1.4B vs. $1.9B in [----]. This is"
X Link 2026-01-13T13:29Z [----] followers, [----] engagements

"@ClarkinM I would argue that the more the $AHT setup looks rigged on Monty's behalf the more likely $BHR is to accept a termination fee less than $480M to get that sale done"
X Link 2026-01-13T14:23Z [----] followers, [---] engagements

"$VNCE - listed on the Saks creditor list as #30 with $9M owed to them. Stock move overdone given current momentum in DTC. $VNCE - crazy sell-off last few days. Holiday update was solid. Is this just fears about Saks (7% of total sales in '24) BK hitting the stock $VNCE - crazy sell-off last few days. Holiday update was solid. Is this just fears about Saks (7% of total sales in '24) BK hitting the stock"
X Link 2026-01-14T11:16Z [----] followers, [----] engagements

"@Fierce__beast Well not if they can get the operating margin up toward 10% and start paying down debt. And they are the market leader in baby. I'd argue at $4 most people are aware of the terminal value question and shorts have overstayed their welcome"
X Link 2026-01-14T18:08Z [----] followers, [---] engagements

"$LRN - took a while but worth the wait. Perhaps a basket of beaten up stocks with massive buyback programs is in order. Perhaps one or more becomes the next $DDS. Noticing $DECK $DIN $CPRI $LRN $MCS (don't own yet) among recent reporters. Perhaps a basket of beaten up stocks with massive buyback programs is in order. Perhaps one or more becomes the next $DDS. Noticing $DECK $DIN $CPRI $LRN $MCS (don't own yet) among recent reporters"
X Link 2026-01-28T00:10Z [----] followers, [---] engagements

"$SNBR - welcome aboard Travis (and Taylor). https://ir.sleepnumber.com/news/news-details/2026/Sleep-Number-Welcomes-Travis-Kelce-as-its-Newest-Strategic-Partner-and-Investor/default.aspx $SNBR - at ICR CEO reiterated this view. Proforma EBITDA margin of 8% exiting '25 and potential to exceed previous highs if they can start growing again. New lower price point bed (announced yesterday) may help acquire new customers previously priced out https://ir.sleepnumber.com/news/news-details/2026/Sleep-Number-Welcomes-Travis-Kelce-as-its-Newest-Strategic-Partner-and-Investor/default.aspx $SNBR - at ICR"
X Link 2026-01-28T13:08Z [----] followers, [----] engagements

"$SNBR - Shareholders have a new favorite song https://www.youtube.com/watchv=6m50keINEOI $SNBR - welcome aboard Travis (and Taylor). https://t.co/dXQDtrF0JA https://www.youtube.com/watchv=6m50keINEOI $SNBR - welcome aboard Travis (and Taylor). https://t.co/dXQDtrF0JA"
X Link 2026-01-28T13:14Z [----] followers, [----] engagements

"@John_Karalis Feel like Joe just won Coach of the Year with that win. Scheduled loss turns into a blowout win"
X Link 2026-02-05T03:26Z [----] followers, [---] engagements

"$CPS - $600M+ of first lien notes are currently at a 13.5% interest rate as it was survival financing at the time. That's $81M+ of interest on 18m shares ($4.50/sh). Potentially $30M+ of savings here if they can get 7.5-8% on a refi"
X Link 2025-10-31T15:11Z [----] followers, [----] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing